AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
EH

Eric Henry Burt

California·CRD #1257098
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
42 yrs
States
2
Exams
8
Since
1984
Est. fee
AUM / Flat Fee
View profile
EH

Eric Henry Reese

Texas·CRD #5783233
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
EH

Eric Hernandez

California·CRD #4520887
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Flat Fee
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EG

Erich George Loewer III

Louisiana·CRD #7168816
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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EG

Erich Grant Hohenleitner

Pennsylvania·CRD #7302304
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Flat Fee
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EH

Eric H Lorenz

New Jersey·CRD #4143561
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
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EM

Erich Michael Brenner

Nevada·CRD #6787919
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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EM

Erich Michael Imphong

Maryland·CRD #5083311
Dual-registered

Dual-registered at X ADVISORS, LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM
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EH

Eric Hoa Chang

California·CRD #3265369
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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EH

Eric Holt Monaghan

Florida·CRD #4954443
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Eric H. Taslitz

California·CRD #2746891
Dual-registered

Dual-registered at LIDO

Experience
30 yrs
States
3
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
EH

Eric Hultgren

South Dakota·CRD #7560291
IA Rep

Investment Adviser Rep at ALTERNATIVE INVESTMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Erich William Yost

Pennsylvania·CRD #5801578
IA Rep

Investment Adviser Rep at ALMANACK INVESTMENT PARTNERS

Experience
6 yrs
States
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
EH

Eric H Zoldan

Connecticut·CRD #2809272
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
29 yrs
States
4
Exams
5
Since
1997
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
EI

Eric Ingber

New Jersey·CRD #4446522
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
22 yrs
States
2
Exams
7
Since
2004
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
EJ

Eric J Abel

Pennsylvania·CRD #6279325
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Eric Jacob Henrikson

N/A·CRD #8148948
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Exams
1
Est. fee
AUM / Flat Fee
View profile
EJ

Eric Jaichan Budhan

New Jersey·CRD #6948813
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Eric James Angeli

Connecticut·CRD #4823775
Dual-registered

Dual-registered at SPROTT ASSET MANAGEMENT USA INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Performance-based
Minimum
$100k
View profile
EJ

Eric James Brogan

Michigan·CRD #2342248
IA Rep

Investment Adviser Rep at ON INVESTMENT MANAGEMENT CO

Experience
33 yrs
States
1
Exams
3
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
EJ

Eric James Cassel

Pennsylvania·CRD #6451443
Dual-registered

Dual-registered at THRIVE CAPITAL MANAGEMENT, LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Hourly
View profile
EJ

Eric James Daniel

Michigan·CRD #2726758
Dual-registered

Dual-registered at DANIEL INVESTMENT GROUP INC.

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
EJ

Eric James Hoff

Nebraska·CRD #6244213
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
View profile
EJ

Eric James Lalime

New Jersey·CRD #5316721
Dual-registered

Dual-registered at PALLAS CAPITAL ADVISORS, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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